M&G Dynamic Allocation Fund

Overview

Fund Strategy Multi Asset
Fund Geography Global
Investment Advisor M&G Investments
Portfolio Manager Juan Nevado, Tony Finding
Fund Currency EUR
Fund AUM €9.1b
Fund AUM (GBP) £8.0b
Fund AUM as of 30 June 2018
Fund Inception 03 December 2009
Fund Indices AH Multi Asset UCITS Index

Fund Objective

The fund aims to deliver a positive total return (the combination of income and capital growth) of 5-10% on average per year over any three-year period by investing globally in a range of assets, including equities, fixed income and currencies. The fund managers expect the fund to have an
annualised volatility of between 5% and 12%. The fund will normally invest within the following net allocation ranges, which reflect the sum total of
long and short positions.

Teaser@2x

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